Arlington Financial Advisors’s AppFolio APPF Stock Holding History

Arlington Financial Advisors’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-952	Closed	-$221K	–	96
2025 Q4	$221K	Hold	952	–	–	0.03%	100
2025 Q3	$262K	Hold	952	–	–	0.04%	97
2025 Q2	$219K	Hold	952	–	–	0.04%	81
2025 Q1	$209K	Hold	952	–	–	0.04%	107
2024 Q4	$235K	Hold	952	–	–	0.05%	86
2024 Q3	$224K	Sell	952 -2,500	-72%	-$585K	0.05%	70
2024 Q2	$844K	Sell	3,452 -182	-5%	-$42.4K	0.19%	47
2024 Q1	$897K	Hold	3,634	–	–	0.2%	47
2023 Q4	$630K	Sell	3,634 -350	-9%	-$65.6K	0.19%	57
2023 Q3	$728K	Sell	3,984 -100	-2%	-$18.1K	0.26%	46
2023 Q2	$703K	Hold	4,084	–	–	0.26%	43
2023 Q1	$508K	Hold	4,084	–	–	0.2%	44
2022 Q4	$430K	Buy	+4,084	New	+$454K	0.18%	51

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arlington Financial Advisors's APPF Position: Q1 2026 in Review

Arlington Financial Advisors sold out of AppFolio (APPF) in Q1 2026, closing a stake of 952 shares — an estimated $221K sold.

Arlington Financial Advisors first reported a position in APPF in Q4 2022 and held it in 13 quarters. The position peaked at $897K in Q1 2024. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Arlington Financial Advisors reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
Arlington Financial Advisors sold 952 AppFolio shares in Q1 2026, an estimated $221K.
Arlington Financial Advisors first reported a position in AppFolio in Q4 2022 and held it in 13 quarters.
Arlington Financial Advisors's AppFolio position peaked at $897K in Q1 2024.
399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.